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Commerce Reporting Analytics Suite
Commerce Reporting Analytics Suite
Bring bookings, billings, and cash flow together with pipeline and engagement metrics. Leaders see what’s happening, why it’s happening, and what to do next—all inside the CRM.
Commerce Reporting Analytics Suite
Commerce Reporting Analytics Suite
Bring bookings, billings, and cash flow together with pipeline and engagement metrics. Leaders see what’s happening, why it’s happening, and what to do next—all inside the CRM.
Commerce Reporting Analytics Suite
Commerce Reporting Analytics Suite
Bring bookings, billings, and cash flow together with pipeline and engagement metrics. Leaders see what’s happening, why it’s happening, and what to do next—all inside the CRM.
Unified commerce analytics
Blend object data across the lifecycle to analyze conversions from quote to paid. Standard models keep metrics consistent across teams and geographies.
Monitor key metrics
- Quotes sent vs. signed and time-to-sign trends.
- Invoice status, aging, and write-off exposure.
- MRR/ARR growth, churn, and expansion revenue.
Customizable dashboards
Start from curated boards, then add filters, cohorts, and comparisons. Save stakeholder views that mirror how each function measures success.
From insight to action
Threshold alerts
Notify owners when KPIs slip or spike beyond targets.
Workflow triggers
Launch tasks or nurtures when statuses change.
Annotations
Explain spikes with campaign and pricing notes for context.
Revenue forecast support
- Connect probability, stage, and quote status to projections.
- Model scenarios by discount and cycle time.
- Drill into outliers to refine assumptions.
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Frequently asked questions
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